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Legacy and Wealth Planning

Elizabeth Mak

Wealth Planner

Elizabeth Mak

Elizabeth is a wealth planner in Abbot Downing’s San Francisco office. She is responsible for providing wealth transfer and tax planning solutions to clients of Abbot Downing. Elizabeth helps clients understand and meet their wealth transfer goals through using a variety of tools and processes, including Abbot Downing Clarity, cash flow summaries, and estate distribution analyses.

Prior to Abbot Downing, Elizabeth was an attorney with Loeb & Loeb, LLP and Cooley LLP in San Francisco where she focused her practice on estate planning and estate administration for high-net-worth individuals. Elizabeth was also an attorney with Wachtell, Lipton, Rosen & Katz in New York City where she focused her practice on mergers and acquisitions and private client services.

Elizabeth earned a juris doctor degree from Yale Law School and graduated with a bachelor of science with honors from the California Institute of Technology.

Elizabeth lives in downtown San Francisco.

420 Montgomery Street, 11th Floor

San Francisco, CA 94104